Ross Clements, financial advisor Houston TX

Ross Clements

CRD Number: 2323769
Current Firm: Sunbelt Securities

Ross Clements (CRD# 2323769) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 29 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Sunbelt Securities Inc. Houston, TX Sep 2019 - Current 4
Lexington Investment Company, Inc. Lexington, KY May 1993 - Sep 2019 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
Contact Info for Ross H. Clements
Phone Number: 713-965-9510
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    1,782
    MILLIONS
  • Total Number of Accounts
    5,010
    ACCOUNTS
  • Average Account Value
    $355,690
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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